Partner Ecosystem

Working alongside trusted professional firms and advisors

The IEEPA Managed Recovery Program is designed to work in coordination with established professional relationships. We regularly support CPA firms, customs brokers, tax credit consultancies, law firms, and other trusted advisors whose clients need a disciplined administrative platform for complex recovery matters.

Strategic Partnership Collaboration

A collaborative partner model


Many businesses will approach IEEPA tariff recovery through the advisors they already know and trust. For that reason, the IEEPA Managed Recovery Program is built to operate collaboratively with current partners across accounting, legal, customs, consulting, and related professional-services channels. Our role is not to displace those relationships. It is to provide the specialized recovery-administration infrastructure, data handling, workflow management, and stakeholder coordination that many firms and their clients are not staffed to manage internally.

Strategic Alignment

We work with firms that are already embedded in the client relationship and bring valuable context regarding the client’s operations, records, advisors, customs posture, and commercial structure. In that setting, our platform can help extend the partner’s capabilities by providing support in areas such as data gathering, tariff reconstruction, allocation analysis, recovery workflow administration, payment coordination, and audit-ready recordkeeping.

This collaborative model is especially important in matters where the recovery process may involve fragmented customs data, multiple brokers, several business entities, downstream stakeholders, or parallel legal and operational considerations. In those environments, clients benefit from a coordinated team rather than a fragmented set of vendors.

How we support current partners


Extend your client offering

We provide a specialized administrative platform that can sit behind the partner relationship and support complex recovery work without requiring the partner to build a dedicated internal operation.

Preserve trusted relationships

Our model is designed to complement, not replace, the client’s existing advisors. We work in coordination with the partner and within an agreed division of responsibilities.

Handle operational complexity

Where matters involve large data sets, multiple stakeholders, broker coordination, or downstream allocation questions, we help provide the operational discipline required to move the matter forward.

Support defensible administration

We help create a supportable recovery record through organized data collection, calculation support, documentation workflows, and audit-ready file maintenance.

Administrative Execution

Why current partners work with us

Partners work with the IEEPA Managed Recovery Program because many recovery matters are not resolved by legal theory alone. They require sustained administrative execution. Our program is built to help clients and their advisors manage the practical workload associated with identifying affected entries, organizing customs and commercial records, tracing economic burden, coordinating communications among stakeholders, and supporting orderly payment administration.

Who we work with

Our current partner ecosystem includes respected accounting firms, customs brokers, tax credit consultancies, law firms, and other professional advisors that serve businesses facing complex recovery, documentation, and stakeholder-allocation issues. We work closely with professional firms and advisory organizations, including integrated relationships with firms such as Synergi, StenTam, and other trusted professional-services partners.

Data Organization and Compliance

Representative partner categories

CPA Firms

Accounting firms often serve as a trusted first point of contact for clients evaluating recovery opportunities. We support those firms by helping manage the data-intensive and process-heavy aspects of recovery administration.

Customs Brokers

Customs brokers are often central to the underlying record set and administrative process. We work collaboratively with brokers where entry history, data extraction, classification context, and timing support are essential to an organized recovery effort.

Tax Credit & Specialty Consultancies

Specialty advisory firms frequently identify recovery opportunities but may not maintain dedicated infrastructure for customs-data reconstruction, allocation support, and downstream administration. Our platform helps fill that gap.

Law Firms

Where legal interpretation, formal disputes, protests, or litigation support are required, we coordinate with counsel so that legal teams are working from a more organized and supportable administrative record.

Ecosystem Integration

Built to strengthen the advisor ecosystem around the client

We believe the best outcomes are often achieved when clients can continue working with the professional firms they already trust while adding a specialized recovery-administration partner to the engagement structure. Our role is to help make that broader advisor ecosystem more effective by bringing operational capacity, documentation discipline, and process control to a recovery environment that can otherwise become fragmented and difficult to manage.

Already working with one of our partners?

If your business was referred by a current partner, our team can coordinate directly with that firm as part of your assessment and onboarding process. We are structured to work collaboratively and efficiently within multi-advisor engagements.